Position in UL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$953,018
+$76,598 QoQ
Shares Held
15,852
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#469
of 1,177 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026AE Wealth Management LLC holds $177,607,667 across 11 Household & Personal Products names. UL ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
551,542 | $80,878,077 | |
| 2 | KMB |
Kimberly Clark Corp
|
564,452 | $61,959,860 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
|
260,334 | $25,221,130 | |
| 4 | CL |
Colgate Palmolive Co
|
41,172 | $3,774,629 | |
| 5 | KVUE |
Kenvue Inc.
|
123,372 | $2,357,615 | |
| 6 | CLX |
Clorox Co /De/
|
10,830 | $1,033,610 | |
| 7 | UL |
Unilever PLC
This page
|
15,852 | $953,018 | |
| 8 | ACU |
Acme United Corp
|
17,419 | $831,234 |
All Filings in UL
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $953,018 | 15,852 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $876,420 | 15,384 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $759,487 | 11,613 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $245,239 | 4,137 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $219,781 | 3,593 | Shares | Sole | 2025-08-06 | |
| 2023-12-31 | $1,533,277 | 31,627 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,334,787 | 27,020 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,444,784 | 27,715 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,099,876 | 21,180 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,018,883 | 20,236 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $916,212 | 20,899 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $925,766 | 20,200 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $324,686 | 7,125 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,535,434 | 28,545 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,459,766 | 26,923 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,073,123 | 52,532 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,704,739 | 48,446 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,566,447 | 42,519 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,323,961 | 21,465 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,277,880 | 23,285 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $766,236 | 15,152 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||